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Theo Bousalis
Jennifer Tong
Leigh Hillman

Tel: 604-654-1707

Address
885 West Georgia Street
18th Floor
Vancouver, BC
V6C 3E8
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Other Locations

BMO Brentwood Town Centre
#60 - 4567 Lougheed Hwy
Burnaby, BC
V5C 3Z6

Our Partners


Valerie Chan, CPA, CA, CPA (Washington)
Director, Wealth Planning 

 

Valerie joined BMO Nesbitt Burns in 2018.  Prior to this role, she was a tax manager at KPMG specializing in planning for privately owned busineses and high net worth individuals.  Valerie has experience with a wide variety of tax issues including personal, corporate, trust and non-resident tax.  
 
Nicco Bautista, LL.B, M.A.
Director, Estate Planning

Prior to joining BMO Wealth Management, Nicco worked in the private client services and wealth preservation teams of the largest law firm in Vancouver.  During this time, Nicco focussed on tax and estate planning issues related to individuals, Corporations, Trusts and Estates.  Nicco also has experience in Estate litigation, estate administration, family law planning, and the creation of private foundations.
 
 
 
Ric Langford, LL.B, TEP, CFP
Director, Estate Planning

 

Ric is a life member of the Estate Planning Council of Vancouver and he sits on the Development Committee of the Vancouver Foundation.  He works with clients and their families to develop effective estate plans for the management and orderly transfer of wealth to the chosen beneficiaries according to their individual needs and circumstances while minimizing and deferring taxes and transfer costs.